Purchases and Sales Made in Q3 2023 in ETF Managers Tr (ETHO)
This table provides information about the institutional ownership of ETF Managers Tr (ETHO) during Q3 2023. The information is specifically focused on institutions that hold shares of ETF MANAGERS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
67.2KNew |
$3.33M - $3.72M
|
67.2K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
33.2KNew |
$1.65M - $1.84M
|
33.2K
$2.13M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
9.21K+ 29.49% |
$456K - $510K
|
40.4K
$2.59M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.06KNew |
$251K - $280K
|
5.06K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.35K+ 32.17% |
$216K - $241K
|
17.9K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11KNew |
$203K - $227K
|
4.11K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.81K+ 2.7% |
$189K - $211K
|
145K
$9.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
3.22K+ 29.58% |
$159K - $178K
|
14.1K
$903K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.54KNew |
$126K - $141K
|
2.54K
$163K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.51K+ 6.78% |
$124K - $139K
|
39.4K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.39K+ 25.98% |
$118K - $132K
|
11.6K
$743K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
744+ 1.97% |
$36.9K - $41.2K
|
38.5K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
606+ 2.54% |
$30K - $33.5K
|
24.5K
$1.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
138+ 4.08% |
$6.84K - $7.64K
|
3.52K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
114+ 1.19% |
$5.65K - $6.31K
|
9.71K
$622K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
99+ 0.9% |
$4.9K - $5.48K
|
11.1K
$714K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
37+ 77.08% |
$1.83K - $2.05K
|
85
$5.45K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
31New |
$1.54K - $1.72K
|
31
$1.99K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16+ 0.24% |
$793 - $886
|
6.77K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4+ 0.09% |
$198 - $221
|
4.51K
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.06% |
$99.1 - $111
|
3.52K
$225K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.27% |
$49.5 - $55.4
|
80
$5.12K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-9- 0.11% |
$446 - $498
|
8.04K
$515K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-49- 1.09% |
$2.43K - $2.71K
|
4.46K
$286K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-124- 0.22% |
$6.14K - $6.86K
|
55.4K
$3.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-128- 9.28% |
$6.34K - $7.08K
|
1.25K
$80.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226Closed |
$11.2K - $12.5K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-291- 0.91% |
$14.4K - $16.1K
|
31.5K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-340- 1.9% |
$16.8K - $18.8K
|
17.6K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-560- 4.54% |
$27.7K - $31K
|
11.8K
$754K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-656- 2.85% |
$32.5K - $36.3K
|
22.4K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-905- 1.25% |
$44.8K - $50.1K
|
71.4K
$4.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.33K- 61.2% |
$65.6K - $73.3K
|
840
$53.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.52K- 23.89% |
$75.1K - $83.9K
|
4.83K
$309K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.91K- 11.8% |
$144K - $161K
|
21.7K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.57K- 32.74% |
$424K - $474K
|
17.6K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.4K- 77.91% |
$1.7M - $1.9M
|
9.74K
$624K
|